Berman McAleer’s iShares Global REIT ETF REET Stock Holding History

Berman McAleer’s Portfolio REET Stock Details REET Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-11,000	Closed	-$281K	–	167
2025 Q3	$281K	Buy	+11,000	New	+$276K	0.04%	134

Other funds holding REET

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Berman McAleer's REET Position: Q4 2025 in Review

Berman McAleer sold out of iShares Global REIT ETF (REET) in Q4 2025, closing a stake of 11,000 shares — an estimated $281K sold.

Berman McAleer first reported a position in REET in Q3 2025 and held it in 1 quarter. The position peaked at $281K in Q3 2025. 301 funds tracked by Wall St. Rank hold REET as of Q4 2025.

Berman McAleer reported no remaining iShares Global REIT ETF position as of Q4 2025 after selling out during the quarter.
Berman McAleer sold 11,000 iShares Global REIT ETF shares in Q4 2025, an estimated $281K.
Berman McAleer first reported a position in iShares Global REIT ETF in Q3 2025 and held it in 1 quarter.
Berman McAleer's iShares Global REIT ETF position peaked at $281K in Q3 2025.
301 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q4 2025.

Based on Berman McAleer's 13F filing for Q4 2025, filed 5 Feb 2026.